| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARGENT CAPITAL MANAGEMENT LLC | 271,430 | 22,863,000 | 84.00% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 17,933 | 1,510,000 | 5.55% | ||
| 3 | World Asset Management Inc | 10,313 | 869,000 | 3.19% | ||
| 4 | Veritable, L.P. | 6,557 | 552,000 | 2.03% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 5,730 | 483,000 | 1.77% | ||
| 6 | AVIANCE CAPITAL MANAGEMENT, LLC | 5,121 | 431,000 | 1.58% | ||
| 7 | GOULD ASSET MANAGEMENT LLC /CA/ | 3,460 | 291,000 | 1.07% | ||
| 8 | ROTHSCHILD INVESTMENT LLC /IL | 2,609 | 220,000 | 0.81% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
